Temasek’s investment chief called an artificial intelligence (AI) trade unwind the biggest risk facing global markets. Yet, the firm still plans to more than double its AI allocation by 2031.
Rohit Sipahimalani made the comments at the Milken Asia...
Goldman Sachs holds buy ratings on 5 stocks heading into the upcoming earnings season. Four have lost ground in 2026, leaving Baker Hughes as the only gainer.
The picks span theme parks, parcel delivery, advertising, Latin American banking and...
Jim Cramer told investors to prepare for a potentially rougher third-quarter earnings season. The Mad Money host said companies may not deliver the strong numbers investors have grown used to.
The country’s biggest lenders go first. JPMorgan, Wells...
Jim Cramer said the impact of higher interest rates is his big fear for the stock market right now. The Mad Money host raised the concern about 2 weeks after the Federal Reserve resumed hiking.
His warning came during a Thursday review of the third...
AI agents and other bots now generate about 57% of web requests, according to Cloudflare data. Internet infrastructure stocks, which carry that traffic, are climbing.
Cloudflare CEO Matthew Prince expected bots to pass humans by the end of 2027....
Jim Cramer says the real threat to the artificial intelligence trade is public perception, not corporate spending. The CNBC “Mad Money” host warned that a souring story could hurt stocks.
Speaking on the show, Cramer said the AI industry is losing...
Rising rates and oil prices are squeezing the stock market, and CNBC’s Investment Committee is split on how to respond. Steve Weiss is raising cash while Jim Lebenthal stays fully invested.
The committee, a panel of money managers on CNBC’s Halftime...
Jim Cramer says only two stocks have earned his rare sacred status, a label that exempts them from his own strict sell discipline.
He made that case in the same episode. He told viewers to abandon almost any other holding once its story changes....
Jim Cramer just laid out his personal rulebook for investing discipline. It is the same code of conduct that inspired an entire trading strategy built on wagering against him.
On Mad Money, Cramer told viewers to never buy a full position at once....
Jim Cramer used a decade of interviews with Tim Cook to argue that Apple’s growth story is nowhere near finished, even as Cook hands the CEO title to John Ternus.
On a CNBC Mad Money “master class” segment built from calls and sit-downs going back...
